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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,096 | $88,754+3.8% | $81,820+12.6% | $145,877-36.9% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 10.34% | 1031.77%-1021.4pp | 777.93%-767.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,556 | $3,085-49.6% | $2,915-46.6% | $4,663-66.6% |
| Participant deferral / active EE | $2,139 | $4,648-54.0% | $4,323-50.5% | $6,691-68.0% |
| Admin fee / account holder | $24,351 | $8,424+189.1% | $7,391+229.5% | $13,402+81.7% |